Nomura’s McElligott Says Market Is Waking Up To Likelihood Of ‘Guns Blazin” Fed Easing
“I continue to believe the largest catalyst for last week’s front-end inversion spasm was the market’s realization that”…
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
As House Chairs Give Barr April 2 Deadline, Trump Sends Advisory ‘Memo’ To ‘Television Producers’
“You should begin by asking”…
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes
“Bulgakov’s cat, Behemoth, played chess and took trams.”
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
His Victory Complete, Trump Faces A New Challenge: Defining ‘American Autocracy’
In a sense, the President’s exoneration in the special counsel probe isn’t wholly surprising.
Nomura’s McElligott On ‘QE-Lite’, Friday’s Rout And, Of Course, CTA ‘Trigger’ Levels
“Back in the bond-buying business”.
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
No Collusion, No Obstruction.
The wait is finally over.
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
‘The Frogs Were Boiled’, So What’s Next?
One bank is bullish, but “not foolish”.
On Tenterhooks.
Awaiting the “principal conclusions”.
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Deutsche’s Kocic: ‘In The Current Paradigm, Calm Markets Cause Volatile Politics’
Markets remain calm despite political uncertainty. How many times have you heard that statement or
Bobby Three Sticks.
“No collusion, no collusion”.
The Unfathomable Stupidity Of Stephen Moore
“Why didn’t we make him Fed chair?”
In Wild Move, Trump Reverses One-Day-Old North Korea Sanctions By Twitter Decree
“…he likes Chairman Kim”.
Everything You Didn’t Want To Know About Friday’s Collapse In The Turkish Lira
Now quick, somebody blame Fethullah Gülen.
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
‘No. It’s Not Fake News’: Maria Bartiromo Finally Loses It With Trump
“For the record, there were no stipulations.”
Doom And Gloom.
Dour data and plunging bond yields.
Don’t Do It Joe – Any Of It.
“…not just another old white guy”.
Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn
“… the answer to all of these questions lies in market liquidity.”
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
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